Float Concierge Banker
$17.80/hr
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
$17.80/hr
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site +1
$17.80/hr
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site +1
$17.80/hr
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site
$17.80/hr
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site
$17.80/hr
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
RPS Relationship Manager
Indianapolis, IN · Remote
$62K - $122K/yr
Old National Bank has been serving clients and communities since 1834. With over $70 billion in ... Lead virtual annual enrollment meetings and participate in education sessions using approved ...
RPS Relationship Manager
Indianapolis, IN · Remote
$62K - $122K/yr
Old National Bank has been serving clients and communities since 1834. With over $70 billion in ... Lead virtual annual enrollment meetings and participate in education sessions using approved ...
RPS Relationship Manager
Indianapolis, IN · On-site
$62K - $122K/yr
Overview Old National Bank has been serving clients and communities since 1834. With over $70 ... Lead virtual annual enrollment meetings and participate in education sessions using approved ...
RPS Relationship Manager
Indianapolis, IN · On-site
$62K - $122K/yr
Overview Old National Bank has been serving clients and communities since 1834. With over $70 ... Lead virtual annual enrollment meetings and participate in education sessions using approved ...
Universal Banker
Indianapolis, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Indianapolis, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Merrillville, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Merrillville, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Portage, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Portage, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Crown Point, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Crown Point, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
West Lafayette, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
West Lafayette, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Traveling Universal Banker
Fishers, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Traveling Universal Banker
Fishers, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
RPS Relationship Manager II
Indianapolis, IN · On-site
$77K - $153K/yr
Old National Bank has been serving clients and communities since 1834. With over $70 billion in ... These meetings are held in group, one-to-one, in-person and virtual formats. * Recommend, monitor ...
RPS Relationship Manager II
Indianapolis, IN · On-site
$77K - $153K/yr
Old National Bank has been serving clients and communities since 1834. With over $70 billion in ... These meetings are held in group, one-to-one, in-person and virtual formats. * Recommend, monitor ...
Virtual Relationship Banker information
What does a virtual relationship banker do?
A Virtual Relationship Banker assists clients with their banking needs through digital channels such as phone, email, or video calls. They help customers manage accounts, process transactions, offer financial advice, and resolve issues remotely. This role combines customer service skills with knowledge of banking products to build strong client relationships without in-person interactions. Virtual Relationship Bankers often use secure technology platforms to provide a convenient and personalized banking experience.
What are the key skills and qualifications needed to thrive as a virtual relationship banker?
To excel as a Virtual Relationship Banker, you need strong financial acumen, customer service expertise, and typically a bachelor's degree in finance or related field. Familiarity with CRM software, digital banking platforms, and secure communication tools is essential. Excellent verbal communication, active listening, and problem-solving skills help build trust and rapport with clients remotely. These abilities are crucial for delivering personalized financial solutions and maintaining client satisfaction in a virtual environment.
How does a virtual relationship banker typically collaborate with other departments to support clients?
As a Virtual Relationship Banker, you’ll frequently work with colleagues across departments such as loan processing, fraud prevention, and wealth management to address clients’ diverse financial needs. Clear communication and prompt coordination are essential, especially when resolving complex issues or referring clients for specialized services. Most teams use digital platforms and regular virtual meetings to maintain seamless collaboration, ensuring clients receive comprehensive and timely support. This cross-functional teamwork not only strengthens client relationships but also broadens your exposure to various banking functions.
What is the difference between Virtual Relationship Banker vs Virtual Personal Banker?
| Aspect | Virtual Relationship Banker | Virtual Personal Banker |
|---|---|---|
| Credentials | Banking certifications, financial licenses | Banking certifications, financial licenses |
| Work Environment | Remote, client-focused, digital platforms | Remote, client-focused, digital platforms |
| Employer & Industry | Banks, financial institutions | Banks, financial institutions |
| Search & Comparison Intent | Customer relationship management, financial advising | Customer service, banking support |
Both Virtual Relationship Bankers and Virtual Personal Bankers work remotely within banking institutions, focusing on client interactions. The main difference lies in their roles: Virtual Relationship Bankers typically handle broader relationship management and financial advising, while Virtual Personal Bankers focus on day-to-day banking support and customer service. Understanding these distinctions helps job seekers identify the right role based on their skills and career goals.
Can I be a virtual relationship banker with no experience?
Virtual relationship banker roles typically require some customer service or banking knowledge, but many employers offer training for candidates with no prior experience. Strong communication skills and familiarity with digital tools can help you qualify for entry-level positions. Certifications in banking or finance are not always required but can enhance your prospects.
What is a virtual relationship banker?
A virtual relationship banker is a banking professional who provides customer service and financial advice remotely, often through digital channels such as phone, email, or video calls. They assist clients with banking needs, account management, and financial products without in-person interaction, requiring strong communication skills and familiarity with banking software.
What is virtual relationship banking?
Virtual relationship banking is a service model where bank representatives build and maintain client relationships remotely through digital channels such as video calls, chat, and email. For a Virtual Relationship Banker, strong communication skills and familiarity with banking software are essential to provide personalized financial advice and support without in-person interactions.
What are the most commonly searched types of Relationship Banker jobs in Indiana?
The most popular types of Relationship Banker jobs in Indiana are:
What are popular job titles related to Virtual Relationship Banker jobs in Indiana?
For Virtual Relationship Banker jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Virtual Relationship Banker jobs in Indiana look for?
The top searched job categories for Virtual Relationship Banker jobs in Indiana are:
What cities in Indiana are hiring for Virtual Relationship Banker jobs?
Cities in Indiana with the most Virtual Relationship Banker job openings:
$17.80/hr
Full-time
Re-posted 23 days ago
Job description
Description
Heritage Federal Credit Union, recognized by American Banker as one of the Best Credit Unions to Work For, is growing thanks to the focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are searching for a Float Concierge Banker to support members across multiple branch locations and our Virtual Banking Center (VBC).
The Float Concierge Banker requires flexibility in working across multiple branches and Virtual Banking Center (VBC), providing support where needed to ensure an optimal member experience. The Float Concierge Banker will assist members via on-screen, video experience, phone, chat, or in person. Weekday scheduling and location may vary; stipend pay will be applied. Candidates' availability will also need to be Fridays from 8:00 am - 6:30 pm, and Saturdays (rotating) from 8:30 am - 12:30 pm.Â
Starting Hourly Rate: $17.80 per hour
Employment Type: Full-time
- Weekday schedule varies by location and business needs
- Availability required on Fridays from 8:00 a.m. - 6:30 p.m.
- Rotating Saturdays from 8:30 a.m. - 12:30 p.m.
- Work across multiple branch locations and the Virtual Banking Center to support operational needs
- Assist members via video, phone, chat, and in person
- Process routine member requests such as address, phone, and email updates; wire transfers; stop payments; and check orders
- Open new membership accounts
- Answer questions related to credit union products and services
- Maintain working knowledge of Interactive Teller Machine (ITM) functionality
- Provide referrals to Senior and Relationship Bankers when appropriate
- Maintain up-to-date knowledge of credit union products, services, and procedures
- Fill in at assigned locations as needed
- Ability to travel between multiple locations (100% travel availability required)
- High school diploma or GED
- Minimum 1 year of experience in finance, sales, or a customer-facing role
- Customer service experience required
- Call center or virtual service experience preferred
- Self-motivated and adaptable to changing work environments
About Heritage Federal Credit Union
Heritage Federal Credit Union is a full-service financial institution with over $1 billion in assets and serves more than 65,000+ members in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, or Harrison Counties in Indiana; or Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, or Crittenden Counties in Kentucky; or Lawrence, Wabash, White, Gallatin or Hardin Counties in Illinois. As a nonprofit, credit unions provide low-cost financial services to their members and are mission driven. Founded in 1965, Heritage Federal is committed to improving daily lives of those we live and work with, providing members the best financial products and services, and giving back to the local communities through donations, sponsorships, and volunteerism. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE